Filed January 6, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,126 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,647 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,470 | $88,083-21.1% | $164,813-57.8% | $74,495-6.7% |
| Participation rate | 98.9% | 73.0%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | 11.96% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,786 | $2,593-31.1% | $4,341-58.9% | $2,623-31.9% |
| Participant deferral / active EE | $6,109 | $4,498+35.8% | $6,031+1.3% | $4,346+40.6% |
| Admin fee / account holder | $303 | $2,234-86.4% | $12,690-97.6% | $1,942-84.4% |